SCHWAB WEALTH ADVISORY, INC.
  • SCHWAB WEALTH ADVISORY, INC.
  • SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 12/09/2011
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 1,457 40%
of those in investment advisory functions 1,375 39%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

Reported AUM

91B 78B 65B 52B 39B 26B 13B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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